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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

491 hedge funds and large institutions have $4.45B invested in Schwab US Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
491
Holders Change
+77
Holders Change %
+18.6%
% of All Funds
9.7%
Holding in Top 10
57
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+18.75%
% of All Funds
1.13%
New
100
Increased
193
Reduced
128
Closed
17
Calls
$709K
Puts
–
Net Calls
+$709K
Net Calls Change
+$459K

Top Buyers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
+$40M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$36.9M
3
PFG
Piershale Financial Group
Illinois
+$17.3M
4
Bank of America
Bank of America
North Carolina
+$14.1M
5
MG
Mather Group
Illinois
+$12.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.19B
2
G
Gainplan
Michigan
-$87M
3
Goldman Sachs
Goldman Sachs
New York
-$34M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$21.1M
5
KLI
Kelman-Lazarov Inc
Tennessee
-$10.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
151
Independent Advisor Alliance
North Carolina
$2.28M +$2.28M +113,907 New
Jane Street
152
Jane Street
New York
$2.24M +$2.24M +111,561 New
BCWM
153
Bartlett & Co Wealth Management
Ohio
$2.21M -$4.81K -240 -0.2%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$2.16M -$157K -7,839 -7%
FA
155
Fagan Associates
New York
$2.15M +$608K +30,357 +39%
V
156
Veritable
Delaware
$2.14M -$80.7K -4,029 -4%
BW
157
Bison Wealth
Georgia
$2.13M +$42.6K +2,127 +2%
FWM
158
Focused Wealth Management
New York
$2.07M – – –
BAAM
159
Baker Avenue Asset Management
California
$2.06M +$2.06M +102,600 New
AA
160
Apriem Advisors
California
$2.05M +$34.6K +1,725 +2%
KM
161
Kalos Management
Georgia
$2.02M +$696K +34,287 +53%
PWMG
162
Prestige Wealth Management Group
New Jersey
$2M +$27.3K +1,362 +1%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.98M +$1.06M +52,722 +114%
MS
164
Madden Securities
Texas
$1.95M +$1.95M +97,383 New
Creative Planning
165
Creative Planning
Kansas
$1.89M +$267K +13,329 +17%
BDF
166
Black Diamond Financial
Maryland
$1.87M -$513K -25,596 -22%
WI
167
Wintrust Investments
Illinois
$1.84M +$91.6K +4,572 +5%
CCMD
168
Cypress Capital Management (Delaware)
Delaware
$1.77M +$313K +15,600 +21%
WIC
169
Whitegate Investment Counselors
New Hampshire
$1.77M +$2.89K +144 +0.2%
RRC
170
Relaxing Retirement Coach
Massachusetts
$1.77M -$9.46K -471 -0.5%
EGWAG
171
Elwood & Goetz Wealth Advisory Group
Georgia
$1.73M -$108K -5,364 -6%
AWM
172
AE Wealth Management
Kansas
$1.63M +$48.5K +2,421 +3%
PWM
173
Perigon Wealth Management
California
$1.58M +$1.58M +78,804 New
DSC
174
Duncker Streett & Co
Missouri
$1.56M +$217K +10,821 +16%
AWS
175
AJ Wealth Strategies
New York
$1.55M -$151K -7,536 -9%
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7
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